crm technology that works like a charm

OUR PLATFORM

Manage your Sales Operations in the Cloud

Client Relations

Get a full view of your interactions with current or potential customers, and never ever make a cold call if you don’t have to. Comprehensive activity history is always at hand, even when your Contacts change organisations or roles over time.

Commercial Management

Charm’s Placements module will provide you with the granularity and flexibility needed to accurately reward your consultants, maintain data auditability and deliver financial data to your payroll and other applications.

BUSINESS INSIGHTS

Stop dedicating extra resources to rework data into actionable information. As we deploy Charm in your organisation, we will ensure you have the right detailed reports to manage your sales operations in real time.

FOLKSONOMY

Smart businesses gave up on client and contact coding decades ago. Tagging in Charm enables you to multi-categorise clients, contacts and opportunities to support your direct marketing campaigns and automate system searches and alerts.

DOCUMENT MANAGEMENT

Sales and Deliver contracts, and other business documents are stored and managed through Charm’s documents engine. This guarantees information portability and auditability at any point in time.

MADE TO MEASURE

All businesses have their ‘special sauce’ that differentiates them. Charm’s modules, activities and workflows are designed to adjust to your needs via custom fields and algorithms, so you can deliver what makes you unique.

MOBILE, ANYWHERE

Whether you are teleworking, at the office or on the road, be ready to use Charm’s complete function from computers and tablets. And on smart phones, you will simply love the CRM-connected Task Manager.

EMAIL INTEGRATION

Minimise the risk of missing critical information for your business because it was left in your employees’ inbox. Charm’s “always-on” connection directly links emails and attachments with the right clients and contacts.

Enterprise Grade

Charm’s architecture enables multi brand, multi country business operations. It segments client, contact and transactions data when needed, and consolidates it on demand for an ‘enterprise ‘view of business

Automatic Data Capture

Eliminate the manual entry of data from your to-do list and focus on activities that generate revenue and profit. Charm automatically creates records, and matches data from external sources to existing system entities.

KPI’s

Avoid performance anxiety and understand exactly how you and your business are tracking against the correct yardsticks. Charm’s real time KPI’s module will ensure you have a finger on the pulse of your organisation.

Dashboard & Analytics

Gain full visibility of what your work day, week or month will look like through insightful data visualisations and activity streams. Charm helps you prioritise and concentrate on what is truly important for you and your business.

Our Ethos

We are keen to share with you what we do and why we do it

"We are a services company that sees technology as an enabler, not a smoke screen"

Technology enables amazing efficiency gains and growth. We have noticed, however, that there are too many organisations using it to hide from customers.

We believe technology must help organisations gain greater intimacy and understanding of the individuals and businesses they choose to serve.

Given our belief, we have built business to business software to get our customers closer to their clients. That is why we do what we do.

We also want to practice what we preach. Our support teams will ensure you have the personal attention you expect from a company that uses technology as an enabler, not a smoke screen.

If you want to email us, great. If you want to speak to us, even better; a real person will answer or return your call. We are a services business, and service is what we aim to provide to you first and foremost.

PACKAGES

Choose the right product for your business and pay only for what you use